ACS
SCHO icon

Archford Capital Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Archford Capital Strategies’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,036
Closed -$283K – 309
2021
Q1 		$283K Sell
11,036
-1,418
-11% -$36.4K 0.08% 236
2020
Q4 		$320K Buy
12,454
+1,108
+10% +$28.5K 0.07% 226
2020
Q3 		$292K Buy
11,346
+2,598
+30% +$67K 0.08% 216
2020
Q2 		$226K Sell
8,748
-1,318
-13% -$34K 0.07% 233
2020
Q1 		$260K Buy
10,066
+182
+2% +$4.64K 0.1% 189
2019
Q4 		$249K Sell
9,884
-78
-0.8% -$1.97K 0.09% 200
2019
Q3 		$252K Buy
9,962
+630
+7% +$15.9K 0.09% 196
2019
Q2 		$236K Sell
9,332
-658
-7% -$16.5K 0.09% 199
2019
Q1 		$251K Sell
9,990
-204
-2% -$5.09K 0.09% 200
2018
Q4 		$254K Sell
10,194
-134
-1% -$3.32K 0.1% 193
2018
Q3 		$256K Buy
10,328
+100
+1% +$2.48K 0.09% 197
2018
Q2 		$254K Buy
+10,228
New +$254K 0.09% 193

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Archford Capital Strategies's SCHO Position: Q2 2021 in Review

Archford Capital Strategies sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2021, closing a stake of 11,036 shares — an estimated $283K sold.

Archford Capital Strategies first reported a position in SCHO in Q2 2018 and held it in 12 quarters. The position peaked at $320K in Q4 2020. 474 funds tracked by Wall St. Rank hold SCHO as of Q2 2021.

  • Archford Capital Strategies reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Archford Capital Strategies sold 11,036 Schwab Short-Term US Treasury ETF shares in Q2 2021, an estimated $283K.
  • Archford Capital Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 12 quarters.
  • Archford Capital Strategies's Schwab Short-Term US Treasury ETF position peaked at $320K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2021.

Based on Archford Capital Strategies's 13F filing for Q2 2021, filed 23 Jul 2021.